As a part of determining the static bundle for Pega Next-Best-Action Advisor, create the embedded BundlesWithMembers strategy.

For more information, see Service Package form - Completing the Context tab.

1. In the Pega Customer Decision Hub portal, click Next-Best-ActionSupporting Decisions.
2. From the list of results, open RetentionStaticBundles by clicking it.
3. On the RetentionStaticBundles page, in the Configurations section, click Retention advertised bundles.
4. In the Edit Strategy window, click Check out.
5. Under the strategy, add the Sub strategyEmbedded shape, and then double-click it.
6. Click MoreProperties.
7. In the Embedded strategy properties dialog box, on the Inputs tab, define the settings:
   1. In the Iterate section, enter BundlesWithMembers, and then enter Bundle.
   2. Click Submit.
8. Inside the sub strategy, add the ImportProposition data shape, and then double-click it.
9. In the Proposition data properties window, define import settings:
   1. In the Name field, enter Retention Actions.
   2. On the Proposition data tab, in the Business issue field, select Retention.
   3. In the Group field, select Import All.
   4. In the Proposition data field, select Import All.
   5. Click Submit.
10. Inside the sub strategy, add the ArbitrationFilter shape, and then double-click it.
11. In the Filter properties window, define the following settings:
    1. In the Name field, enter Allow all except bundles.
    2. On the Filter tab, in the Filter condition field, use the Expression builder to enter .OfferID != "" && .BundleParent == false.
    3. Click Submit.
12. Inside the sub strategy, add the ArbitrationFilter shape, and then double-click it.
13. In the Filter properties window, define the following settings:
    1. In the Name field, enter Filter bundle members.
    2. On the Filter tab, in the Filter condition field, use the Expression builder to enter @contains(Bundle.BundleMembers, .OfferID).
    3. Click Submit.
14. Inside the sub strategy, add the AggregationGroup By shape, and then double-click it.
    For more information, see Aggregation.
15. In the Group by properties window, add information and value to the strategy, as shown in the following figure:

    

    1. In the Name field, enter Summed Costs.
    2. On the Properties tab, in the Aggregates section, click Add item.
    3. In the Property and Source fields, enter .MonthlyRecurringCost.
    4. In the Property and Source fields, enter .OneTimeCost.
    5. Click Submit.
16. Inside the sub strategy, add the EnrichmentSet property shape, and then double-click it.
17. In the Set property properties dialog box, define the attributes:
    1. In the Name field, enter Create Discount.
    2. On the Target tab, click Add item.
    3. In the Target field, enter .BundleParent, and then, in the Source field, enter false.
    4. Continue adding properties using the following attributes:
       • .pyLabel equal to "Discount"
       • .pyGroup equal to "Discount"
       • .pyName equal to "Discount"
       • .ShortDescription equal to "Advertised bundle discount"
       • .ContractLength equal to 24
       • .Type equal to "Plan"
       • .pyIssue equal to Bundle.pyIssue
       • .Priority equal to 1
       • .OneTimeCost equal to Bundle.OneTimeCost - SummedCosts.OneTimeCost
       • .OneTimeNegotiationCost equal to -1*.OneTimeCost
       • .MonthlyRecurringCost equal to Bundle.MonthlyRecurringCost - SummedCosts.MonthlyRecurringCost
       • .MonthlyNegotiationCost equal to -1*.MonthlyRecurringCost
    5. Click Submit.
18. Inside the sub strategy, add the EnrichmentSet property shape, and then double-click it.
19. In the Set property properties dialog box, define the attributes:
    1. In the Name field, enter Set Group Attributes.
    2. On the Target tab, click Add item.
    3. In the Target field, enter .BundleName, and then, in the Source field, enter Bundle.pyName.
    4. Click Add item.
    5. In the Target field, enter .IsSameType, and then, in the Source field, enter true.
    6. Click Add item.
    7. In the Target field, enter .Priority, and then, in the Source field, enter .StartingPropensity.
    8. Click Submit.
20. Inside the sub strategy, arrange, and then connect the shapes in the following order:
    1. Proposition Data
    2. Filter (Allow all except bundles)
    3. Filter (Filter bundle members)
    4. Group By
    5. Set Property (Create Discount)
    6. Set Property (Set Group Attributes)
21. Inside the sub strategy, connect the shapes:
    1. Connect the Filter (Filter bundle members) shape with the Set Property (Set Group Attributes) shape.
    2. Connect the Filter (Filter bundle members) shape with the Set Property (Set Group Attributes) shape.
    3. Connect the Set Property (Set Group Attributes) shape with the Results shape.
22. Inside the sub strategy, arrange the shapes as shown in the following figure:

    

23. Connect the Results shape of the sub strategy with the Results shape of the strategy.

• Determining the static bundle for Pega Next-Best-Action Advisor